Advisor at Bright Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bright Investments, LLC
Location
Bowling Green, KY
Credentials
Series 63, Series 65
Industry experience
29 years
Sarah Zink is a financial advisor with Lyons View Capital, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked at Lyons View Capital since 2022 and has prior experience with Avondale Partners and Bright Investments. Outside her role at Lyons View Capital, she serves as a Compliance Officer at Bright Investments, focusing on compliance supervision and oversight. Lyons View Capital is an SEC-registered investment manager serving primarily institutional and pooled clients, including banks, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, fundamental, value-oriented investment approach targeting mid- to large-cap “quality” companies, with a concentrated portfolio across select sectors and a multi-year time horizon.
$0 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $50,000,000: 0.95% $50,000,001+: 0.75%
Account minimum: $5,000,000 (subject to negotiation)
Bowling Green, KY
Alabama · Kentucky
Lyons View Capital, LLC
2022 - Present (4 years)
Avondale Partners
2016 - 2016 (1 year)
Bright Investments
2015 - Present (11 years)
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CFP®
Bowling Green, KY
Trella Wealth
PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.
Series 65
Bowling Green, KY
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CFP®
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Series 65
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Series 63, Series 65
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